These people are receiving a return that is commensurate with the risks. What's going on is a concern for foreign investors and we're seeing maybe a bit of resurgence in unrest.

Our concern is making ourselves a better team. We've had some cracks in the wall, and we want to eliminate those cracks.

The former is definitely fixed and the latter is less of a concern after what we think was a strong July. We think the stock could quickly get back to $70 [up 27 percent from here] if GTW can just make its third-quarter revenue number ... we're maintaining estimates and raising our target price to $80 from $75.

Our whole goal is to get 100 percent compliance from all counties.

Crude will rise next week on saber-rattling in Nigeria and the UN Security Council meeting.

I think OPEC realizes that China is an extremely important customer moving forward. This is about relationship building.